Tapestry, Inc. vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Tapestry, Inc. trades at $115.82 (market cap $23.09B), while Consumer Discretionary Select Sector SPDR Fund trades at $112 (market cap $21.89B). The key difference: Tapestry, Inc. and Consumer Discretionary Select Sector SPDR Fund are close in size by market cap, and Tapestry, Inc. pays a 1.6% dividend while Consumer Discretionary Select Sector SPDR Fund pays none. Which is the better fit depends on your goals — on Pluang, investors hold Tapestry, Inc. for 70 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| TPR | XLY | |
|---|---|---|
Market Cap | $23.09B | $21.89B |
Volume | 2,745,259 | 5,690,342 |
Sector | Consumer Cyclical | — |
52-Week High | $164.78 | $124.52 |
52-Week Low | $98.81 | $105.64 |
Typical Hold Time | 70 Days | 114 Days |
Enterprise Value | $25.89B | — |
Dividend Yield | 1.6% | — |
Signals from Pluang's Aura AI — not financial advice
TPR trades at $113.39, down 2.86% today, with a bearish technical signal and neutral oscillators. The stock shows strong profitability with a 19.09% net income margin and 197.14% ROE, but net income fell sharply in 2025. Recent earnings beats and a $0.46 dividend highlight operational strength, while cash flow volatility and high debt-to-asset ratios pose concerns. Analyst consensus is strongly bullish with a $174.64 price target.
Outlook remains positive driven by international growth and margin expansion targets, but risks include execution challenges at Kate Spade, tariff pressures, and volatile cash flows. The stock offers value with a reasonable P/E of 15.6, though current price weakness near support at $113 may present a buying opportunity for long-term investors.
XLY trades at $111.36, down 0.35% on the day, with mixed technical signals showing a bullish overall trend but bearish moving averages. The ETF has underperformed the broader market in 2026, declining over 7% year-to-date while consumer staples have gained. Analyst consensus remains strongly bullish with 100% buy ratings, though recent news highlights persistent underperformance concerns and inflationary pressures on consumer discretionary spending.
The outlook for XLY hinges on consumer resilience amid inflation, with potential catalysts from holiday spending growth and 'funflation' trends. Key risks include continued underperformance versus the S&P 500, inflation pressure on household budgets, and concentration in top holdings. Technical support sits at $110 with resistance at $112-113, requiring a breakout for sustained momentum.
Trailing returns across standard periods
Latest headlines on both assets
Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
Read more on TPR →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →